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LPL Financial
LPLA

Overview Fund Activity

774 hedge funds and large institutions have $25.3B invested in LPL Financial in 2025 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 315 increasing their positions, 217 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+58
Holders Change %
+8.1%
% of All Funds
10.52%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.34%
New
129
Increased
315
Reduced
217
Closed
57
Calls
$81.4M
Puts
$97.9M
Net Calls
-$16.4M
Net Calls Change
-$2.32M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
$477M
2
Dodge & Cox
Dodge & Cox
California
$498M
3
Principal Financial Group
Principal Financial Group
Iowa
$340M
4
Jennison Associates
Jennison Associates
New York
$314M
5
AllianceBernstein
AllianceBernstein
Tennessee
$248M

Top Sellers

1
Millennium Management
Millennium Management
New York
$41.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$560K
3
Boston Partners
Boston Partners
Massachusetts
$1.15B
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
MC
Maverick Capital
Texas
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
76
Brown Brothers Harriman & Co
New York
$57.4M +$1.22M +3,721 +2%
Sumitomo Mitsui Trust Group
77
Sumitomo Mitsui Trust Group
Japan
$56.5M -$96.5K -295 -0.2%
Franklin Resources
78
Franklin Resources
California
$54.7M +$4.92M +15,029 +10%
First Trust Advisors
79
First Trust Advisors
Illinois
$54.2M +$50.9M +155,584 +1,552%
BAMCO Inc
80
BAMCO Inc
New York
$54.1M +$14.9M +45,547 +38%
Comerica Bank
81
Comerica Bank
Texas
$52.2M +$11.1M +33,931 +27%
Deutsche Bank
82
Deutsche Bank
Germany
$51.9M -$5.33M -16,285 -9%
Allspring Global Investments
83
Allspring Global Investments
North Carolina
$49.4M +$49.4M +147,478 New
Aberdeen Group
84
Aberdeen Group
United Kingdom
$45.4M -$25.9M -78,731 -36%
California Public Employees Retirement System
85
California Public Employees Retirement System
California
$44.9M -$1.21M -3,686 -3%
Harris Associates
86
Harris Associates
Illinois
$44.3M -$19.6M -60,000 -31%
Voloridge Investment Management
87
Voloridge Investment Management
Florida
$42.6M +$41.8M +127,862 +5,227%
Millennium Management
88
Millennium Management
New York
$41.3M -$253M -773,101 -86%
SFM
89
Soros Fund Management
New York
$40.9M +$40.9M +125,000 New
CFM
90
Coronation Fund Managers
South Africa
$40.3M -$20.8M -63,675 -34%
LPL Financial
91
LPL Financial
California
$38.7M +$967K +2,956 +3%
AIM
92
Artemis Investment Management
United Kingdom
$37.5M +$10.5M +32,044 +39%
National Pension Service
93
National Pension Service
South Korea
$37.4M -$1.77M -5,403 -5%
California State Teachers Retirement System (CalSTRS)
94
California State Teachers Retirement System (CalSTRS)
California
$37.2M +$99.8K +305 +0.3%
FPAS
95
Focus Partners Advisor Solutions
Missouri
$36.9M +$2.75M +8,417 +8%
FWP
96
Family Wealth Partners
North Carolina
$36.6M +$1.34M +4,084 +4%
Man Group
97
Man Group
United Kingdom
$36.1M -$8.92M -27,255 -20%
Invesco
98
Invesco
Georgia
$33.1M +$172K +526 +0.5%
RhumbLine Advisers
99
RhumbLine Advisers
Massachusetts
$33.1M -$69.4K -212 -0.2%
Amundi
100
Amundi
France
$31M -$14.5M -46,415 -32%
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4
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